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Heirloom Wealth Management’s Amazon AMZN Stock Holding History

Heirloom Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$478K Buy
2,293
+665
+41% +$146K 0.09% 66
2025
Q4 		$376K Buy
1,628
+166
+11% +$38K 0.09% 37
2025
Q3 		$321K Sell
1,462
-234
-14% -$53K 0.08% 35
2025
Q2 		$372K Sell
1,696
-62
-4% -$12.3K 0.1% 36
2025
Q1 		$334K Sell
1,758
-45
-2% -$9.77K 0.1% 36
2024
Q4 		$396K Buy
1,803
+60
+3% +$12.3K 0.12% 36
2024
Q3 		$325K Sell
1,743
-118
-6% -$21.5K 0.1% 36
2024
Q2 		$360K Buy
1,861
+388
+26% +$71.3K 0.12% 38
2024
Q1 		$266K Buy
1,473
+93
+7% +$15.5K 0.09% 44
2023
Q4 		$210K Buy
+1,380
New +$193K 0.08% 50
2022
Q2 		$4.11M Buy
29,785
+3,425
+13% +$429K 3.36% 14
2022
Q1 		$2.98M Buy
26,360
+1,480
+6% +$229K 2.07% 17
2021
Q4 		$3.6M Buy
+24,880
New +$4.26M 3.08% 14

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heirloom Wealth Management's AMZN Position: Q1 2026 in Review

Heirloom Wealth Management increased its Amazon (AMZN) stake by 41% in Q1 2026, buying an estimated $146K and bringing the position to 2,293 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #66.

Heirloom Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.11M in Q2 2022. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Heirloom Wealth Management held 2,293 shares of Amazon worth $478K as of Q1 2026.
  • Heirloom Wealth Management bought 665 Amazon shares in Q1 2026, an estimated $146K.
  • Amazon made up 0.09% of Heirloom Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Heirloom Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 13 quarters since.
  • Heirloom Wealth Management's Amazon position peaked at $4.11M in Q2 2022.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.